Global X Alternative Income ETF
ALTY
9 hedge funds and large institutions have $5.83M invested in Global X Alternative Income ETF in 2018 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 2 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
78% more capital invested
Capital invested by funds: $3.27M → $5.83M (+$2.56M)
13.57% more ownership
Funds ownership: 23.16% → 36.73% (+14%)
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.44M |
| 2 |
Jane Street
New York
|
+$619K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$413K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$251K |
| 5 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
+$218K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$401K |
| 2 |
LPL Financial
San Diego,
California
|
-$16.1K |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
-$3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAG
1
Private Advisor Group
Morristown,
New Jersey
| $3.13M | +$1.44M | +95,020 | +85% |
|
|
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $633K | +$251K | +16,498 | +65% |
|
|
3
Jane Street
New York
| $615K | +$619K | +40,697 | New |
|
|
RIA
4
Regal Investment Advisors
Kentwood,
Michigan
| $577K | +$218K | +14,365 | +60% |
|
|
5
Bank of America
Charlotte,
North Carolina
| $412K | +$413K | +27,142 | +21,714% |
|
|
6
LPL Financial
San Diego,
California
| $344K | -$16.1K | -1,060 | -4% |
|
|
CFA
7
Carroll Financial Associates
Charlotte,
North Carolina
| $100K | – | – | – |
|
|
AG
8
Advisor Group
Phoenix,
Arizona
| $15K | +$167 | +11 | +1% |
|
|
SWP
9
Stratos Wealth Partners
Beachwood,
Ohio
| $3K | +$3.04K | +200 | New |
|
|
10
Citigroup
New York
| – | -$401K | -27,000 | Closed |
|
|
CF
11
Centaurus Financial
Anaheim,
California
| – | -$3K | -225 | Closed |
|
ALTY Hedge Fund Activity: Q3 2018 in Review
9 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Global X Alternative Income ETF (ALTY) for Q3 2018, worth a combined $5.83M — up 78% from $3.27M a quarter earlier.
Fund positioning in ALTY was balanced in Q3 2018: 2 funds opened new positions, 2 closed out, 5 added to existing stakes and 1 trimmed.
The largest buyer was Private Advisor Group, adding an estimated $1.44M. The largest seller was Citigroup, exiting entirely with an estimated $401K sold.
- 9 institutional investors held Global X Alternative Income ETF (ALTY) as of Q3 2018, unchanged from Q2 2018.
- Funds reported $5.83M of Global X Alternative Income ETF stock for Q3 2018, up 78% quarter-over-quarter.
- 2 funds opened new Global X Alternative Income ETF positions in Q3 2018 and 2 closed out, a net change of 0 holders.
- The largest Global X Alternative Income ETF buyer in Q3 2018 was Private Advisor Group, an estimated $1.44M added.
- The largest Global X Alternative Income ETF seller in Q3 2018 was Citigroup, an estimated $401K sold.
Based on aggregated 13F filings for Q3 2018.